Eric Hahn Email & Phone Number

North Port, Florida, United States

Florida, United States

• Provide Program management, functional, and business analysis in a large retirement services transformation program. Includes modernization of core applications and migrating to Cloud/mainframe modernization.
• Engage with Client during planning and analysis phase to gather requirements for the SOW as well as uncover roadblocks & opportunities for enhancements.
• Develop and refine a project roadmaps ensuring all deliverables are accounted for and planned according to dependencies and end user value
• Write, maintain, and become the SME for application epics, features, and capabilities for both legacy and modernized environments.
• Map out and build application and business process flows within the legacy environment to inform project architects on best practices for modernization
• Assist in informing and taking ownership of items on RAID log

Greater Philadelphia Area

• Directly responsible for maintaining, Trading, and servicing UMA/SMA accounts with PNC’s Asset Management Group
• Trade accounts daily for Disbursements, RMD’s, Tax Harvests, Deposits, Allocation changes
• Trade accounts daily for allocation drift as well as liquidation of non-model securities.
• Participate in the trading of quarterly global model allocation changes as well as work directly with AMG’s strategy team to develop the new allocation rollout.
• Help foster a frictionless relationship between the Overlay team and the investment officers/ FA’s procuring PNC’s client accounts.
• Frequently Engages with various Technology teams to implement system upgrades to ensure business continuity as well as new product roll outs (ie.Tax optimization trading systems).

Wlmington Delaware

• Provide exceptional service to over 16,000 financial advisors for the Portfolio Management, Consultant Group Advisor, as well as Unified and Separately Managed Account (UMA/SMA) platforms containing over $1 Trillion in.
• Act as overall SME and relationship manager with product/compliance and investment guideline protocol.
• Assist advisors with prospecting, proposal generation, pricing, portfolio creation, liquidation, allocation and trade implementation, performance reporting and account termination.
• Provide proactive education to advisors and branch staff regarding product specifics, policies, procedures, pricing strategies and benchmarking portfolios.
• Direct engagement in building and executing discretionary block trades as well as individual non-discretionary trades.
• Coordinated targeted branch training sessions regarding business scalability practices, system utilization education and provided platform feedback and user stories to product managers.

Weekly blog on all things market, investing and economics.

Fort Washington, PA

• Fielded over 45 calls per day from clients, internal and external wholesalers, Financial Advisors and support staff from various wire house/banks including Morgan Stanley, Merrill Lynch, UBS, Chase, Wells Fargo, and.
• Educated clients on wide ranging aspects of retirement products/tax advantages/rules and regulations.
• Serviced Financial Advisors with contract investment reallocations, disbursements, new business and contract maintenance.
• Provided education and assistance to the internal sales desk about new business and product knowledge in order to generate a quality experience between Prudential and outside annuity producers.
• Managed relations with internal business units such as tax, disbursements, customer relations, accounting and trade processing to ensure proper execution of contract specifications.
• Liaison between case managers of new business and problem cases (exceptions/compliance) and advisors to ensure an easy and prompt resolution.